Intel, TSMC tentatively agree to form chipmaking joint venture

https://finance.yahoo.com/news/intel-tsmc-tentatively-agree-form-185938022.html

by pseudolus • 1 year ago

80 23 1 year ago

finance.yahoo.com

ChrisArchitect2• 1 year ago

Earlier: https://news.ycombinator.com/item?id=43573980

pylotlight• 1 year ago

Is there not a more strict rule on dupes on this site, I've seen this numerous times.

ChrisArchitect2• 1 year ago

Mostly, but some repeat offenders just don't seem to care.

philistine2• 1 year ago

Massive news. One cannot shake the idea that Taiwan is playing all the cards it can to protect it from invasion. This is one; ingratiating itself within the core of American production.

aurareturn2• 1 year ago

Why would this help Taiwan stave off China's advance? Arguably, this makes it more likely.

robertlagrant• 1 year ago

Yes that's my take as well. It might be TSMC trying to survive, and America trying to deprive themselves of a future war to defend TSMC or China's inevitable taking of TSMC.

I don't see how it helps Taiwan that much, but perhaps it makes it less attractive to China to take if TSMC can move.

gotschi_• 1 year ago

Oh god no please, no

TSMC is a perfectly fine company. Let them do their thing intel!

bgnn2• 1 year ago

TSMC has a lot if joint ventures like this. They are quite good at cross contaminating with their own fabs.

xeonmc• 1 year ago

Don’t you mean cross-pollination?

rayiner• 1 year ago

Is there like a book or podcast on Intel’s downfall? As a 90s kid it seems unthinkable to me Intel would be dethroned so swiftly.

Tempest1981• 1 year ago

Chip War by Chris Miller is a great read, although not specifically Intel.

AbstractH24• 1 year ago

As another 90s kid feels like there is some lesson here on how few things last forever

Incipient• 1 year ago

I think it's a good example of why monopolies and vendor lock-ins are bad. Essentially when there IS choice, people will go to the better option, and the market leader, if they don't keep pace, people will move if they can.

It's when there is a huge exit barrier that companies get away with all sorts of garbage.

sexy_seedbox• 1 year ago

Microsoft is doing just fine, for now... maybe Copilot will be the beginning of the end for them.

maxnevermind• 1 year ago

asianometry on YT

also stratechery had few articles over the years

chneu• 1 year ago

Asianometry rules. As someone who works in semiconductor research and manufacturing, his videos are crazy good.

bfrog• 1 year ago

Its happened before to any company that focuses too hard on short term profits and gets too comfortable.

Motorola GE Boeing

The list goes on…

morgango• 1 year ago

Stratechery does an OUTSTANDING job covering Intel, TSMC, and chips.

https://stratechery.com/?s=intel

They were talking about this in 2013

https://stratechery.com/2013/the-intel-opportunity/

poisonborz• 1 year ago

This reminds me of Adventure Time where Finn (US Government) tells a goose and a fox to "now kiss":

https://youtu.be/XHgyD6UesJo?feature=shared&t=94

Intel, TSMC tentatively agree to form chipmaking joint venture

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